Energy, natural resources strategies take over amid broad market drops
May 20, 2022 10:15:05 AMEnergy and natural resources strategies dominated the domestic equity rankings for the year ended March 31, Morningstar data show.
High yield, inflation drive bond strategies
February 28, 2022 12:00:00 AMAs fixed-income investors continued to watch inflation and the Fed, high yield once again dominated Morningstar Inc.'s top 10 list.
Value stages a big comeback in 2021
February 28, 2022 12:00:00 AMSmall-cap strategies led the way among domestic equity managers in Morningstar's latest separate account data.
Managers target ESG integration, but find disclosure challenges with smaller firms
February 28, 2022 12:00:00 AMTop-performing equity managers approach the challenges of sustainability by integrating the process into their existing research teams.
Opportunities grow to help fixed-income investors use ESG
February 28, 2022 12:00:00 AMAsset owners are integrating ESG views into their fixed-income portfolios, but the process is complicated.
High yield, TIPS strategies find success amid flat bond markets
November 29, 2021 12:00:00 AMHigh yield held the majority of spaces among Morningstar Inc.'s top-performing fixed-income strategies for the year ended Sept. 30.
Small-cap value strategies make big comeback
November 29, 2021 12:00:00 AMSmall-cap strategies dominated the top performing domestic equities strategies for the year ended Sept. 30.
High yield continues to produce highest returns
August 20, 2021 05:00:00 AMHigh-yield strategies dominated Morningstar's separate account/collective investment trust universes for a second consecutive quarter.
Small-cap managers lead year of meteoric returns
August 20, 2021 05:00:00 AMSmall-cap strategies chalked up triple-digit returns and exclusively dominated Morningstar's overall top 10 domestic equity rankings.
Small-caps dominate in year ended March 31 — Morningstar
May 17, 2021 12:00:00 AMSmall-cap managers led the top 10 domestic equity strategies for the year ended March 31, according to Morningstar.
High-yield strategies dominate Morningstar’s 1-year fixed-income rankings
May 17, 2021 12:00:00 AMSeven of the top 10 performing fixed-income strategies were in Morningstar's high-yield bond category for the year ended March 31.
Return of risk puts high yield on par with long duration
February 22, 2021 12:00:00 AMLong-duration bonds continued to dominate the list of top-performing fixed-income strategies in the last quarter of 2020.
Growth equity strategies rocket ahead
February 22, 2021 12:00:00 AMTop-performing domestic equity managers posted triple-digit returns in 2020 as growth strategies continued to dominate.
Growth strategies continue to lead the way for top managers
November 16, 2020 12:00:00 AMGrowth strategies dominate Morningstar's database of top-performing domestic strategies and collective investment trusts.
Long-duration government bonds push strategies to top of class
November 16, 2020 12:00:00 AMLong-duration bonds continued to dominate the lists of top-performing strategies for both the one- and five-year periods ended Sept. 30.
Long duration continues to dominate
August 24, 2020 09:08:21 AMOnce again, long-duration bonds continue to reign supreme among the best performing fixed-income strategies for the year ended June 30.
Technology stocks fuel boom for growth strategies
August 24, 2020 12:00:00 AMGrowth stocks dominated once again for the year ended June 30, according to Morningstar's separate account/collective investment trust data.
Long-duration government bond funds take top spots following plunge in yields
May 18, 2020 12:00:00 AMLong-duration strategies dominated the list of top-performing fixed-income strategies, holding all 10 spots for the year ended March 31.
Large-cap growth strategies come out on top in volatile quarter
May 18, 2020 12:00:00 AMDuring an exceptionally volatile period, large-cap growth strategies continued to dominate the top-performing domestic equity listings.
Technology, growth funds move to front
February 24, 2020 12:00:00 AMGrowth and technology strategies dominated equity rankings in separate accounts, while long-duration bonds led the year in fixed income.
Growth strategies take trophy for year
February 24, 2020 12:00:00 AMGrowth strategies reigned supreme among domestic equity CITs, while corporate and long-term bonds dominated performance in fixed income.
Long-duration strategies again reign supreme among bond strategies
November 11, 2019 12:00:00 AMLow rates, a strong dollar and volatile markets led to long-duration strategies dominating the list of fixed-income strategies for the year.
REIT strategies take top-performing mantle in third quarter
November 11, 2019 12:00:00 AMReal estate investment trusts dominated the top-performing domestic equity managers for the year ended Sept. 30, Morningstar data show.
Growth strategies take the spotlight for year ended March 31
May 13, 2019 01:00:00 AMGrowth strategies dominate the top 10 overall domestic equity strategies for the year ended March 31, Morningstar data show.
Fed pivot buoys high-yield strategies
May 13, 2019 01:00:00 AMA pivot from the Fed and a risk-on first quarter served high-yield bond strategies well for the year ended March 31, according to data from Morningstar.